Joshua Sam Kotin

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-08
NY	RA	APPROVED	2025-03-27

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Brooklyn	NY	09/2024	Present
Gds Group	New York	NY	05/2023	09/2024
New York City Football Club	New York	NY	04/2017	05/2023
Major League Soccer	Blaine	MN	01/2017	03/2017
Unemployed	Roslyn Heights	NY	06/2016	01/2017
Bank Of America, N.A.	Brooklyn	NY	11/2024	Present

09/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brooklyn, NY
05/2023 → 09/2024

Gds Group

New York, NY
04/2017 → 05/2023

New York City Football Club

New York, NY
01/2017 → 03/2017

Major League Soccer

Blaine, MN
06/2016 → 01/2017

Unemployed

Roslyn Heights, NY
11/2024 → Present

Bank Of America, N.A.

Brooklyn, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-26

Nearby Firms